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Full time RN w/ a fascination in long term investing with goals of reaching financial freedom asap! Here to publicly share my portfolio along the way!

Positions25
Dividend received$541.02
Investing since01.2023

Positions

Title
Weight
Position
P/L
VAN
VANGUARD TARGET 2065
x1,079.09
30.29% 
$43,843.30
$40.63
+$0.00
0.00%
Vanguard Target 2065 logo
Vanguard Target 2065
18.36% 
$26,575.33
+$4,018.26
17.81%
SS
SS S&P 500 INDEX II
x585.17
16.89% 
$24,447.53
$41.78
+$9,516.24
63.73%
Vanguard Target 2065 logo
Vanguard Target 2065
10.50% 
$15,196.86
+$1,836.65
13.75%
SS S&P 500 Index logo
SS S&P 500 Index
4.68% 
$6,767.85
+$636.44
10.38%
SS S&P 500 Index logo
SS S&P 500 Index
3.82% 
$5,528.02
+$317.70
6.10%
Charles Schwab Schwab US Dividend Equity ETF logo
Charles Schwab Schwab US Dividend Equity ETF
SCHDx175.24
3.51% 
$5,083.68
$29.01
+$161.81
3.29%
Vanguard Vanguard Total Stock Index Fund logo
Vanguard Vanguard Total Stock Index Fund
VTIx9.476
1.94% 
$2,802.74
$295.77
+$126.49
4.73%
Alphabet logo
Alphabet
GOOGLx15.04
1.82% 
$2,632.80
$175.10
+$185.10
7.56%
Charles Schwab Schwab US Large-Cap Growth ETF logo
Charles Schwab Schwab US Large-Cap Growth ETF
SCHGx59.13
1.13% 
$1,642.10
$27.77
+$109.85
7.17%
Visa logo
Visa
Vx4.069
0.87% 
$1,263.53
$310.53
+$138.99
12.36%
Starbucks logo
Starbucks
SBUXx11.57
0.80% 
$1,152.76
$99.62
+$58.40
5.34%
Amazon logo
Amazon
AMZNx4.919
0.72% 
$1,044.46
$212.33
+$201.40
23.89%
PepsiCo logo
PepsiCo
PEPx6.097
0.70% 
$1,010.91
$165.80
-$25.58
2.47%
VICI logo
VICI
VICIx29.45
0.63% 
$917.91
$31.17
-$40.10
4.19%
Target logo
Target
TGTx5.075
0.55% 
$789.18
$155.50
+$6.26
0.80%
Johnson&Johnson logo
Johnson&Johnson
JNJx5.08
0.53% 
$773.52
$152.27
-$60.36
7.24%
Invesco NASDAQ 100 ETF logo
Invesco NASDAQ 100 ETF
QQQMx3.525
0.51% 
$743.18
$210.83
+$37.06
5.25%
Lululemon logo
Lululemon
LULUx1.904
0.44% 
$630.81
$331.31
+$132.43
26.57%
Realty Income logo
Realty Income
Ox10.33
0.40% 
$581.07
$56.28
-$82.10
12.38%
Mastercard logo
Mastercard
MAx1.08
0.39% 
$563.03
$521.32
+$62.53
12.49%
Vanguard Growth Index Fund;ETF logo
Vanguard Growth Index Fund;ETF
VUGx1.198
0.34% 
$488.76
$407.98
+$30.75
6.71%
iShares Core Dividend Growth ETF logo
iShares Core Dividend Growth ETF
DGROx4.463
0.20% 
$284.61
$63.77
+$6.12
2.20%
SPA
Government Money Fund
SPAXXx0.21
0.00% 
$0.21
$1.00
+$0.00
0.00%
JOU
JOUNCE THERAPEU CONTRA
x300
0.00% 
$0.00
+$0.00
0.00%
Real-time data powered by L&S

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Allocation

Total Net Worth$144,764.12

Performance

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